| AAlphabet Inc Class CGOOG |
| 7.29% | 7.23% | $2,123.3万 | 6.0万股 | $2,065.9万 | 7.2万股 | -1.2万股-16.56% | 减仓 |
 亚马逊AMZN |
| 5.63% | 7.12% | $1,638.3万 | 6.9万股 | $2,035.2万 | 9.8万股 | -2.9万股-29.66% | 减仓 |
 微软MSFT |
| 5.48% | 5.76% | $1,595.3万 | 4.3万股 | $1,645.3万 | 4.4万股 | -1,680股-3.78% | 减仓 |
 优步UBER |
| 5.47% | 5.52% | $1,591.0万 | 22.0万股 | $1,578.6万 | 21.9万股 | +1,025股+0.47% | 加仓 |
 美国运通AXP |
| 5.24% | 3.61% | $1,526.2万 | 4.5万股 | $1,032.3万 | 3.4万股 | +1.1万股+32.20% | 加仓 |
 NETFLIXNFLX |
| 5.12% | 6.84% | $1,489.4万 | 20.9万股 | $1,954.3万 | 20.3万股 | +5,345股+2.63% | 加仓 |
 Meta平台META |
| 4.92% | 5.89% | $1,431.3万 | 2.5万股 | $1,683.4万 | 2.9万股 | -4,015股-13.65% | 减仓 |
 VisaV |
| 4.86% | 3.34% | $1,414.5万 | 4.1万股 | $954.4万 | 3.2万股 | +9,650股+30.56% | 加仓 |
 麦当劳MCD |
| 4.74% | 3.88% | $1,381.1万 | 5.1万股 | $1,108.3万 | 3.6万股 | +1.5万股+43.27% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 4.66% | 6.08% | $1,355.3万 | 6.0万股 | $1,738.6万 | 8.8万股 | -2.8万股-31.85% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 4.6% | 2.26% | $1,340.4万 | 2.9万股 | $645.9万 | 1.3万股 | +1.6万股+119.19% | 加仓 |
 可口可乐KO |
| 4.53% | 3.98% | $1,318.8万 | 16.2万股 | $1,136.6万 | 14.9万股 | +1.3万股+8.58% | 加仓 |
 金佰利KMB |
| 4.45% | 2.23% | $1,295.3万 | 11.8万股 | $636.9万 | 6.6万股 | +5.2万股+78.72% | 加仓 |
 迪士尼DIS |
| 4.33% | 5.56% | $1,260.8万 | 13.1万股 | $1,588.8万 | 16.5万股 | -3.4万股-20.53% | 减仓 |
 WILLIAMS SONOMAWSM |
| 3.71% | 3.39% | $1,080.5万 | 4.6万股 | $968.0万 | 5.3万股 | -6,735股-12.69% | 减仓 |
 BOOKING COMBKNG |
| 3.65% | 4.52% | $1,061.9万 | 6.0万股 | $1,292.6万 | 3,070股 | +5.7万股+1,840.55% | 加仓 |
| R拉夫劳伦RL |
| 3.52% | 3.08% | $1,024.6万 | 2.6万股 | $879.9万 | 2.6万股 | -55股-0.22% | 减仓 |
 达美乐披萨DPZ |
| 3.48% | 3.8% | $1,014.3万 | 3.4万股 | $1,087.0万 | 3.0万股 | +3,965股+13.09% | 加仓 |
 AIRBNB COM CL AABNB |
| 3.3% | 2.41% | $961.4万 | 6.7万股 | $689.9万 | 5.5万股 | +1.3万股+22.97% | 加仓 |
 MAPLEBEAR COMCART |
| 2.79% | 2.43% | $811.7万 | 17.1万股 | $695.1万 | 18.6万股 | -1.4万股-7.61% | 减仓 |
| GGAPGAP |
| 2.56% | 3.45% | $745.3万 | 39.9万股 | $987.0万 | 40.8万股 | -8,900股-2.18% | 减仓 |
 家得宝HD |
| 2.51% | 1.07% | $732.0万 | 2.1万股 | $306.7万 | 9,325股 | +1.1万股+122.57% | 加仓 |
 星巴克SBUX |
| 1.99% | 2.37% | $580.5万 | 5.7万股 | $677.1万 | 7.6万股 | -1.9万股-24.84% | 减仓 |
 耐克NKE |
| 1.15% | 4.17% | $334.9万 | 8.2万股 | $1,191.6万 | 22.6万股 | -14.4万股-63.84% | 减仓 |
